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Dfa World Ex U.s. Targeted Value Portfolio Institutional Class Shares (DWUSX)

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14.31 +0.05    +0.35%
07:00:00 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 679.23M
Type:  Fund
Market:  United States
Issuer:  Dimensional Fund Advisors
Asset Class:  Equity
DFA World ex US Targeted Val Instl 14.31 +0.05 +0.35%

DWUSX Overview

 
On this page you'll find an in-depth profile of Dfa World Ex U.s. Targeted Value Portfolio Institutional Class Shares. Learn about the key management, total assets, investment strategy and contact information of DWUSX among other information.
Category

Foreign Small/Mid Value

Total Assets

679.23M

Expenses

0.48%

Inception Date

41214

Investment Strategy

The investment seeks to achieve long-term capital appreciation. The Portfolio is designed to provide exposure to a broad and diverse portfolio of securities of non-U.S. companies, with a focus on small and mid‑cap value companies with higher profitability, associated with countries with developed and emerging markets, which may include frontier markets (emerging market countries in an earlier stage of development), authorized for investment by the Advisor’s Investment Committee (“Approved Markets”).

Contact Information

Address 1299 Ocean Avenue, 11th Floor
Santa Monica,CA 90401
United States
Phone +1 512 3067400

Top Executives

Name Title Since Until
Joel P. Schneider Portfolio Manager 2020 Now
Biography Mr. Schneider is a Senior Portfolio Manager and Vice President of Dimensional Fund Advisors LP. Mr. Schneider holds an MBA from the University of Chicago Booth School of Business, an MS from the University of Minnesota, and a BS from Iowa State University. Mr. Schneider joined Dimensional in 2011, has been a portfolio manager since 2013.
Jed S. Fogdall Vice President 2012 Now
Biography Jed S. Fogdall is a Co-Head of Portfolio Management and Vice President of Dimensional and a member of Dimensional’s Investment Committee. Mr. Fogdall has an MBA from the University of California, Los Angeles and a BS from Purdue University. Mr. Fogdall joined Dimensional as a Portfolio Manager in 2004 and has been responsible for international portfolios since 2010 and domestic portfolios since 2012.
Arun C. Keswani Vice President 2016 2024
Biography Mr. Keswani is a Senior Portfolio Manager and Vice President of Dimensional Fund Advisors LP. Mr. Keswani joined Dimensional in 2011 and has been a portfolio manager since 2013. Mr. Keswani holds an MBA from the Massachusetts Institute of Technology Sloan School of Management, an MS from Pennsylvania State University, and a BS from Purdue University.
Bhanu P. Singh portfolio manager 2015 2023
Biography Bhanu P. Singh is Vice President and a Senior Portfolio Manager of the Sub-Adviser. Mr. Singh joined Dimensional originally in 2003 and has been a portfolio manager since 2012. Mr. Singh has an M.B.A. from the University of Chicago Booth School of Business and a B.A. from the University of California, Los Angeles.
Mary T. Phillips Head 2017 2020
Biography Ms. Phillips is Deputy Head of Portfolio Management, North America, a member of the Investment Committee, Vice President and Senior Portfolio Manager of the Advisor. Ms. Phillips holds an MBA from the University of Chicago Booth School of Business and a BA from the University of Puget Sound. Ms. Phillips joined the Advisor in 2012, has been a portfolio manager since 2014, and has been responsible for the US Sustainability, International Sustainability and Emerging Markets Sustainability ETFs since inception (2022).
Joseph H. Chi Vice President 2012 2019
Biography Joseph H. Chi, CFA, is a Co-Head of Portfolio Management and Vice President of Dimensional and the Chairman of Dimensional’s Investment Committee. Mr. Chi has an MBA and BS from the University of California, Los Angeles and also a JD from the University of Southern California. Mr. Chi joined Dimensional as a Portfolio Manager in 2005 and has been responsible for international portfolios since 2010 and domestic portfolios since 2012.
Henry F. Gray Head 2012 2017
Biography Mr. Gray is Head of Global Equity Trading and a Vice President of Dimensional Funds Advisors LP and a member of the Investment Committee. Mr. Gray received his MBA from the University of Chicago in 1995 and his AB from Princeton University in 1989. Mr. Gray joined DFA in 1995, was a Portfolio Manager from 1995 to 2005, and has been Head of Global Equity Trading since 2006, and since 2012 responsible for the international portfolios managed by Dimensional.
Karen E. Umland Senior Portfolio Manager 2012 2016
Biography Karen E. Umland, CFA, is a Senior Portfolio Manager and a Vice President of Dimensional Fund Advisors, Inc. and a member of its Investment Committee. She received her BA from Yale University in 1988 and her MBA from the University of California at Los Angeles in 1993. Ms. Umland joined Dimensional in 1993 and since 1998 has been a Portfolio Manager and responsible for the international portfolios managed by Dimensional.
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